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Downingtown, PA Office

Team
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Bruton Chisnell Advisors, LLC logo

Bruton Chisnell Advisors, LLC

Team

Firm-wide stats for Bruton Chisnell Advisors, LLC

Total advisors

4

Across 2 offices

Clients per advisor

144 Very High

Avg AUM per client

$703,845 Low

HNW client ratio

32% Typical

About

Bruton Chisnell provides financial planning, consulting, and investment management to individuals (including high-net-worth clients) and a range of institutional clients identified in its brochure—pension and profit-sharing plans, trusts, estates, charitable organizations, banking and thrift institutions, and corporations. Services are available on both discretionary and non-discretionary bases and commonly include allocations among Independent Managers, mutual funds, ETFs, and advice on variable annuity/life products.

The firm’s investment process centers on fundamental analysis and tailored asset allocation, with client risk tolerance and time horizon determining portfolio construction and manager selection. Bruton Chisnell monitors managed accounts on an ongoing basis with at least quarterly reviews and annual client meetings, and it often implements strategies via third‑party Independent Managers as well as in‑house oversight.

What is distinctive is the firm’s scale relative to its adviser headcount: it reports roughly $772 million in AUM with a small adviser team, yielding more than $250 million of AUM per adviser and nearly 200 clients per adviser—ratios that are uncommon among similar team firms. The brochure also discloses relationships where supervised persons may act as registered representatives and licensed insurance agents (including a program relationship with Valmark) and the firm’s work with institutional/public-plan clients, all of which introduce implementation options and documented conflict‑management procedures.

Based on Bruton Chisnell Advisors, LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Based on Bruton Chisnell Advisors, LLC

Location

521 East Lancaster Avenue

Downingtown PA 19335

Advisors at this office

3

Advisors at this office

user avatar

Benjamin B

Series 66

Downingtown, PA

Bruton Chisnell Advisors, LLC

Benjamin Bruton is a financial advisor at Bruton Chisnell Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Valmark Securities since 2005 and Bruton Financial Advisors from 2004 to 2018. Outside of his advisory role, he serves in leadership and fundraising positions with the Simpson Senior Services Foundation and the Simpson Meadows Community Advisory Council. Bruton Chisnell Advisors serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm’s investment approach focuses on fundamental analysis and individualized asset allocation, utilizing Independent Managers, mutual funds, ETFs, and individual securities with ongoing account monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Michael C

CFP®, Series 63, Series 66

Downingtown, PA

Bruton Chisnell Advisors, LLC

Michael Chisnell Jr. is a CFP® with 20 years of experience in the financial industry. He is a founding member of Bruton Chisnell Advisors, LLC and has previously worked at ValMark Securities, Inc. and Sequoia Financial Group. Outside of his advisory role, he is a partner in Ignite Brunswick Ltd., a brewing company, and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm’s investment approach centers on fundamental analysis and tailored asset allocation, with ongoing monitoring and a combination of third-party Independent Managers and in-house oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

James B

Series 63, Series 65

Downingtown, PA

Bruton Chisnell Advisors, LLC

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
View complete list of advisors at this office
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